Financial Reports Wizard
Financial Reports Wizard
In the Financial reports settings, there is a wizard, which enables import and export of financial reports, copying and inserting lines, and checking formulas in the financial reports.
1. Copying lines
By clicking the Copy lines button, a window will open:
| Financial report |
The person responsible enters the number of the financial report that they want to copy. |
| Mode |
- Add: adding data from the original financial report to the existing financial report.
- Overwrite: rewriting the data with the original Financial report.
|
2. Importing and exporting the Financial report
Export Financial report – the financial report is exported from PANTHEON. The person responsible selects the financial report for export, and the pathway for export.
Import Financial report – the financial report is imported to PANTHEON.
3. Inserting lines
By clicking the Insert button, a new line is created.
4. Checking all formulas in financial report:
By clicking Check all formulas in financial report, a window will open:
If the person responsible clicks the Yes button, PANTHEON will check formulas in financial reports. If there is a mistake in any formula, the program returns a message:
The person responsible fixes the mistake and clicks Confirm.
Once the program checks all the formulas, it returns the following message:
